Collins Property Recruitment is seeking a dedicated Mortgage and Protection Insurance Advisor to provide comprehensive, client-focused advisory services. The successful candidate will deliver personalised advice and recommendations, ensuring that clients are at the heart of our business.

As this role operates within a Financial Conduct Authority (FCA)-regulated environment, the advisor will be responsible for the accuracy and suitability of their advice and product recommendations.

Key Responsibilities of the Mortgage and Protection Insurance Advisor:
*Proactively reach out to potential clients referred by the mortgage team.
*Provide clients with all necessary documentation as outlined in the sales process.
*Gather and verify all required documents to support your advice and recommendations before submitting applications to providers.
*Ensure all clients are verified and certified before submitting their information to protection providers.
*Follow all protection policies and procedures from initial contact to policy placement.
*Meet and exceed the objectives and targets set in your annual business plan, as agreed with your line manager.
*Attend weekly sales meetings, as well as monthly and quarterly results meetings, to present your performance across all targeted areas.
*Support additional income streams and contribute to the overall growth of the business.
*Submit fully completed cases on the CRM system within three working days, including all supporting email correspondence, documents, and a consultant checklist.
*Ensure all client communication is documented in the CRM system to maintain a complete audit trail.
*Consistently hit monthly and annual revenue targets to contribute to the company’s success.
*Embrace and effectively promote the company values and brand in all client interactions.
The Mortgage and Protection Insurance Advisor’s Package:
*Up to £36,000 basic salary, depending on experience.
*£70,000 OTE.
*A wide variety of company benefits.
This Mortgage and Protection Insurance Adviser role demands a commitment to delivering exceptional service while adhering to regulatory requirements. If you are passionate about client-centric financial advice and would like more information contact Edward Weisz at Collins Property Recruitment.

Should this role not be for you, but you would like to refer a friend or colleague to us, we’ll happily give you £300 worth of vouchers if we successfully place them!